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Trader CBB holds a position of over $30 million in the AI industry chain's comprehensive short, now the largest short on-chain NVIDIA

2 hours ago

February 28 Per data from Coinbob Popular Address Monitor, crypto trader CBB continued adding to his short position in NVDA (Nvidia perpetual contracts) this morning ahead of the U.S. stock market close. The position size has grown from $15.8 million to $18.6 million, with an average entry price of $188 and unrealized profits now at $1.25 million. Additionally, the same address simultaneously shorted AI sector-related assets, holding a basket of short positions in stocks including MU (Micron) and SNDK (SanDisk) with a combined size of $30 million. Crypto KOL CBB (X handle: @Cbb0fe) is a veteran trader and on-chain analyst with roughly 100,000 followers on X. He rose to widespread attention for his 25-year public pursuit of a billion-dollar BTC short whale. Currently, he trades commodities at high frequency on Hyperliquid, focusing primarily on short positions.
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Balaji on Anthropic: The “Principles” in Politics and Tech Are Often Tribal Signaling

On February 28, Balaji Srinivasan—former Coinbase CTO and angel investor—commented on two recent developments: Anthropic’s rejection of the Pentagon’s open security clearance request and former President Trump’s order of a strict ban. He argued that “principles” in politics and tech often mask tribal interests. As an example, he noted Democrats support Starlink for Biden administration military aid but oppose Anthropic assisting Trump-era military needs—reflecting a rational tribal strategy. Srinivasan pointed out Americans traditionally haven’t emphasized tribalism, but polarization has intensified in recent years. AI practitioners once naively expected a return to consensus, he said, but now must confront the dialectical relationship between networks and the state—pushing Silicon Valley to expand toward global startup hubs. “Tribes can cooperate internally and with one another,” he explained. “The key for tech companies is to know which tribe you belong to and which you’re e

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Israeli Initial Assessment: Assassination Attempt on Iranian Leader Failed

On February 28, Israeli media reported that a U.S.-Israeli attempt to assassinate Iran’s Supreme Leader Ayatollah Ali Khamenei and President Ebrahim Raisi failed, according to the Israeli side’s initial assessment. Iran had previously confirmed both leaders were safe. An Israeli official stated the targets included Khamenei, Raisi, residences of cabinet ministers and military commanders, defense and intelligence facilities, and the Presidential Palace. The area around Khamenei’s office was also targeted. Reuters quoted an Iranian official as saying Khamenei is currently not in Tehran and has been moved to a secure location. Iran’s Mehr News Agency reported Raisi remains safe. (CCTV)

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Mainstream Perp DEX Overview: Most platforms' TVL is now below $1 billion, with trading volume dropping again compared to yesterday

**Perp DEX Volumes, Open Interest Drop (Feb 28: DefiLlama)** Data from DefiLlama shows major perpetual DEXes recorded a **second consecutive 24-hour trading volume decline** versus the prior day. Only Hyperliquid and Aster have open interest above $1 billion—all other platforms fall below that threshold. Key metrics by platform (24h vol | TVL | open interest): - Hyperliquid: ~$54.2B | ~$42.2B | ~$53.8B - Aster: ~$26.2B | ~$10.4B | ~$19.5B - EdgeX: ~$24.7B | ~$1.81B | ~$9.84B - Lighter: ~$21.6B | ~$8.71B | ~$6.93B - Grvt: ~$14.3B | ~$96.09M | ~$3.97B - Pacifica: ~$3.20B | ~$36.02M | ~$57.85M ### Notes on American English Adaptations: 1. **Conciseness**: Used industry shorthand (D

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The whale that started accumulating Gold Tokens in October last year is now showing a unrealized gain of $3,521,000.

On-chain analyst Ai Auntie (@ai_9684xtpa) noted on February 28th that a whale that’s been steadily accumulating digital gold tokens since October 2023 has now locked in a $3.521 million profit. Currently, the whale holds 2,371.4 XAUT (with an average cost of $4,283 per token) and 559.74 PAXG (average cost of $4,004 per token).

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US-Iran Conflict Escalates, Bitcoin Holds Key Support at $63,000, Gold Token Surges Nearly 6%

**February 28 Breaking Update** At 2:00 PM ET today, Israel and the U.S. led strikes against Iran, which retaliated—triggering a full-scale U.S.-Iran conflict. Former President Trump directly stated his intent to “topple the Iranian regime,” while the U.S. military noted the conflict could last for weeks. Iran subsequently fired missiles at all Gulf nations except Oman, targeting U.S. military bases. Amid intense clashes, Bitcoin led declines at 2:00 PM, dropping 3.57% in one hour before stabilizing after a sharp free fall. It now trades at $63,935. Observers noted Bitcoin’s selling pressure surged by roughly $1.8 billion within an hour at 2:00 PM; since the incident unfolded over the weekend, cryptocurrencies became the preferred asset to sell during this safe-haven event. Notably, even with major gold markets closed, gold-backed tokens surged nearly 6% post-incident. Current prices: PAXG ($5,492.98), XAUT ($5,433.49), and Binance’s XAU contract ($5,364.38). BlockBeats advi

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U.S. Senior Official: No U.S. Personnel Casualties Reported Yet

February 28 — Per an AXIOS reporter, a senior U.S. official stated no U.S. personnel have been injured as of now.

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